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Baker Tilly Wealth Management’s Freeport-McMoran FCX Stock Holding History

Baker Tilly Wealth Management’s Portfolio FCX Stock Details FCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$826K Sell
13,130
-1,574
-11% -$101K 0.18% 112
2026
Q1 		$864K Sell
14,704
-5,423
-27% -$328K 0.21% 104
2025
Q4 		$1.02M Buy
20,127
+929
+5% +$40.3K 0.25% 80
2025
Q3 		$753K Sell
19,198
-1,236
-6% -$53.6K 0.17% 110
2025
Q2 		$886K Sell
20,434
-736
-3% -$28K 0.32% 70
2025
Q1 		$801K Buy
21,170
+4,950
+31% +$189K 0.31% 79
2024
Q4 		$618K Buy
16,220
+2,081
+15% +$93.1K 0.24% 100
2024
Q3 		$706K Buy
14,139
+2,635
+23% +$119K 0.31% 81
2024
Q2 		$559K Sell
11,504
-14,003
-55% -$706K 0.23% 106
2024
Q1 		$1.2M Sell
25,507
-666
-3% -$26.9K 0.22% 108
2023
Q4 		$1.11M Sell
26,173
-1,712
-6% -$63.2K 0.18% 124
2023
Q3 		$1.04M Sell
27,885
-15,351
-36% -$618K 0.17% 126
2023
Q2 		$1.73M Buy
43,236
+605
+1% +$23.1K 0.18% 122
2023
Q1 		$1.74M Sell
42,631
-381
-0.9% -$15.8K 0.2% 112
2022
Q4 		$1.63M Buy
43,012
+5,024
+13% +$176K 0.2% 118
2022
Q3 		$1.04M Buy
37,988
+7,728
+26% +$226K 0.14% 151
2022
Q2 		$885K Buy
30,260
+10,836
+56% +$434K 0.12% 192
2022
Q1 		$966K Buy
19,424
+1,523
+9% +$67.5K 0.11% 204
2021
Q4 		$747K Buy
17,901
+3,090
+21% +$117K 0.08% 270
2021
Q3 		$482K Buy
14,811
+3,460
+30% +$122K 0.06% 321
2021
Q2 		$421K Buy
11,351
+2,188
+24% +$85.2K 0.07% 316
2021
Q1 		$302K Buy
9,163
+422
+5% +$13.7K 0.06% 357
2020
Q4 		$227K Buy
+8,741
New +$182K 0.07% 296

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baker Tilly Wealth Management's FCX Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its Freeport-McMoran (FCX) stake by 11% in Q2 2026, selling an estimated $101K and leaving 13,130 shares worth $826K. The position accounts for 0.18% of the portfolio, ranked #112.

Baker Tilly Wealth Management first reported a position in FCX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.74M in Q1 2023. 1,888 funds tracked by Wall St. Rank hold FCX as of Q2 2026.

  • Baker Tilly Wealth Management held 13,130 shares of Freeport-McMoran worth $826K as of Q2 2026.
  • Baker Tilly Wealth Management sold 1,574 Freeport-McMoran shares in Q2 2026, an estimated $101K.
  • Freeport-McMoran made up 0.18% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Baker Tilly Wealth Management first reported a position in Freeport-McMoran in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's Freeport-McMoran position peaked at $1.74M in Q1 2023.
  • 1,888 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.